Each month Jantz Morgan publishes an update of portfolio performance and commentary.
ESG Considerations Can Increase Portfolio Returns
A study by Jantz Morgan provides hard evidence that Environmental, Social, and Governance (ESG) considerations can improve investment returns relative to an index. It also shows that this same ESG portfolio outperformed its analogue using the same underlying security selection process but without ESG data considerations, demonstrating that the ESG component was a significant factor in increasing portfolio returns (read more or download the PDF )
SRI Conference, 2013
Jantz Morgan was a sponsor of 24th Annual SRI Conference. Held in Colorado Springs, Colorado, October 28 - 30, the SRI Conference on Sustainability, Responsible, Impact Investing is one of the longest running gatherings of investors and investment professionals working to direct the flow of investment capital toward a sustainable future.
At the event, Christine Jantz was an invited presenter and for a panel on quantitative methods of integrating ESG data into portfolio construction and risk optimization. Her presentation, The Quant's View of ESG Integration, is available here.
What others have written about Jantz Morgan:
MIT Sloan publishes an article about Jantz Morgan.
Women's Business of Boston publishes an article about Christine Jantz.
2013 System Dynamics Conference: Jantz Morgan again this year was a sponsor of the 31th International Conference of the System Dynamics Society, held July 21 - 25 in Cambridge, Masachusetts. This conference attracts 600-plus leading practitioners and academics in the field, and provides an opportunity to share work and keep abreast of new developments in the field of system dynamics. This year's theme was "Creating the Future from Within".
Harbor Island Cleanup Day 2013: Jantz Morgan worked again with the Sloan Alumni Club of Boston and the Boston Harbor Island Alliance to sponsor our annual Boston Harbor Island Cleanup/ Sustainability Day. This year's event was on Saturday, September 21.
2012 MIT Sloan Investment Management Conference: Jantz Morgan was pleased to sponsor the Seventh Annual MIT Sloan Investment Management Conference. The theme of the conference was Fundamental and Quantitative Strategies for Turbulent Markets.
IEGR 4th Annual Clean/Green panel: Thought Shifts: Discussion presented in collaboration with BWF, NEWiEE and the Brattle Group. Christine Jantz moderated this panel discussion that focused on the value of investing with the environment as a major consideration.
2011 MIT Sloan Sustainability Initiative, Panel Discusion of GRI: Christine Jantz was one of the panelists, providing the investment advisor's perspective of the Global Reporting Initiative and the use of such data in the investing process.
2011 Bethel College STEM Symposium: Christine Jantz was one of the distinguished speakers at Bethel College's STEM (Science, Technology, Engineering and Mathematics) Symposium held during the 2011 Fall Festival. Each year features a different department and some years honor a faculty member who contributed greatly to that department. Three distinguished alumni of the featured department were asked to give talks about their areas of expertise and the work they have been doing since graduation. The Symposium featured mathematics and was in honor of Richard Rempel.
MIT Sloan Laboratory for Sustainable Business: Jantz Morgan participated in this year's MIT Sloan S-Lab. The firm worked with a team of students on a sustainability project, and also participated in a panel discussion of the value chain for corporate sustainability information.
RaileRobotics Team 935: Jantz Morgan was proud to sponsor Newton High School's Team 935, the RaileRobotics (Newton, Kansas...not Massachusetts), in their quest to win this year's First Robotics Competition Championship. Captained by Dylan Jantz, Team 935’s alliance won the 2011 Oklahoma City Regional Championship (for the second year in a row) and Team 935 took four awards in the process (Excellence in Design, Engineering Excellence, Quality and Website.) At nationals, the RaileRobotics advanced to semi-finals before elimination by the national championship winning alliance. All our best to the team in their next endeavors!
MIT Sloan Women in Management Conference: Jantz Morgan's CIO and Portfolio Manager, Christine Jantz, was a panelist at the inaugural Women in Management Conference, held on Friday March 11, 2011 on the MIT Campus.
BASIC Event: Integration of ESG factors into Portfolio Management, January 27, 2011 (read more).
Climate Change: Policy Change and Complex Systems, February 5, 2009 (read more).
Corporate Social Responsibility: Jantz Morgan worked with Daniel Aronson and his team at IBM to integrate corporate social responsibility (CSR) throughout Jantz Morgan's business strategy and operations. The objective of the initiative was to ensure that CSR informs all aspects the firm's business and that the firm's activities reflect the values of its founders (read more). View the IBM press release or download a copy.